Arbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.05M Buy
2025
Q2
$1.89M Buy
2025
Q1
$1.71M Buy
2024
Q4
$1.78M Buy
2024
Q3
$1.74M Buy
2024
Q2
$1.65M Buy
2024
Q1
$1.58M Buy
2023
Q4
$1.43M Buy